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HHM Wealth Advisors’s Chubb CB Stock Holding History

HHM Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.4K Buy
210
+27
+15% +$8.81K 0.01% 336
2026
Q1 		$59.5K Buy
183
+16
+10% +$5.13K 0.01% 345
2025
Q4 		$52.3K Hold
167
– – 0.01% 352
2025
Q3 		$47.2K Sell
167
-12
-7% -$3.3K 0.01% 382
2025
Q2 		$51.9K Hold
179
– – 0.01% 367
2025
Q1 		$54.1K Hold
179
– – 0.01% 346
2024
Q4 		$49.5K Sell
179
-148
-45% -$42K 0.01% 355
2024
Q3 		$94.3K Buy
327
+27
+9% +$7.4K 0.01% 253
2024
Q2 		$76.5K Hold
300
– – 0.01% 283
2024
Q1 		$77.7K Hold
300
– – 0.01% 240
2023
Q4 		$67.8K Buy
300
+140
+88% +$30.6K 0.01% 253
2023
Q3 		$33.3K Sell
160
-123
-43% -$24.9K 0.01% 328
2023
Q2 		$54.5K Hold
283
– – 0.01% 272
2023
Q1 		$55K Hold
283
– – 0.01% 266
2022
Q4 		$62.4K Hold
283
– – 0.01% 220
2022
Q3 		$51K Sell
283
-34
-11% -$6.46K 0.01% 229
2022
Q2 		$62K Sell
317
-83
-21% -$17.1K 0.02% 254
2022
Q1 		$86K Hold
400
– – 0.02% 238
2021
Q4 		$77K Hold
400
– – 0.02% 251
2021
Q3 		$69K Hold
400
– – 0.02% 253
2021
Q2 		$64K Hold
400
– – 0.02% 258
2021
Q1 		$63K Hold
400
– – 0.02% 247
2020
Q4 		$62K Buy
400
+160
+67% +$22.4K 0.02% 232
2020
Q3 		$28K Hold
240
– – 0.01% 283
2020
Q2 		$30K Buy
240
+34
+17% +$3.94K 0.01% 269
2020
Q1 		$23K Buy
+206
New +$29.5K 0.01% 283

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

HHM Wealth Advisors's CB Position: Q2 2026 in Review

HHM Wealth Advisors increased its Chubb (CB) stake by 15% in Q2 2026, buying an estimated $8.81K and bringing the position to 210 shares worth $71.4K. The position accounts for 0.01% of the portfolio, ranked #336.

HHM Wealth Advisors first reported a position in CB in Q1 2020 and has held it in 26 quarters since. The position peaked at $94.3K in Q3 2024. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • HHM Wealth Advisors held 210 shares of Chubb worth $71.4K as of Q2 2026.
  • HHM Wealth Advisors bought 27 Chubb shares in Q2 2026, an estimated $8.81K.
  • Chubb made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #336 holding.
  • HHM Wealth Advisors first reported a position in Chubb in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Chubb position peaked at $94.3K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.